34 Due Diligence jobs in the United States
Director, Financial Due Diligence
Posted today
Job Viewed
Job Descriptions
The KPMG Advisory practice is currently our fastest growing practice. We are seeing tremendous client demand, and looking forward we dont anticipate that slowing down. In this ever-changing market environment, our professionals must be adaptable and thrive in a collaborative, team-driven culture. At KPMG, our people are our number one priority. With a wealth of learning and career development opportunities, a world-class training facility and leading market tools, we make sure our people continue to grow both professionally and personally. If youre looking for a firm with a strong team connection where you can be your whole self, have an impact, advance your skills, deepen your experiences, and have the flexibility and access to constantly find new areas of inspiration and expand your capabilities, then consider a career in Advisory.
KPMG is currently seeking a Director in Financial Due Diligence for our Deal Advisory practice.
Responsibilities :
- Lead buy-side and sell-side transaction advisory engagements, providing financial and business due diligence assistance to Fortune 1000 companies and private equity investors
- Manage and coordinate approach of client, KPMGs engagement teams, and third party diligence providers throughout the transaction process
- Manage staff in the field and in the office to provide real time feedback and guidance to client and diligence providers to help ensure timely and efficient product delivery
- Analyze target company data to identify historical and projected financial and operating trends, quality of earnings and working capital considerations, and potential liabilities and risks which impact valuation and negotiation of the target company
- Create and design tailored transaction advisory reports specific to key issues such as normalized earnings, valuation model input assumptions, achievability of managements budget, and indebtedness considerations
- Lead and participate in people development and business development efforts
Qualifications :
- A minimum of eight years experience in one of the following with a Top Ten public accounting firm: accounting, advisory, financial audit, or transaction experience
- Bachelors degree in Accounting from an accredited college/university or CPA eligible; licensed CPA/equivalent certification is preferred
- Extensive experience in project management including planning, organizing, coordinating, and managing staff, clients, and/or partners towards the successful completion of a project
- Strong current knowledge in one of the following: United States Generally Accepted Accounting Principles, Securities and Exchange Commission financial reporting issues, International Financial Reporting Standards , mergers and acquisitions, or transaction services
- Strong verbal and written communication skills with prior applicable business development experience
- Willingness and ability to travel
- Must be authorized to work in the U.S. without the need for employment-based visa sponsorship now or in the future. KPMG LLP will not sponsor applicants for U.S. work visa status for this opportunity (no sponsorship is available for H-1B, L-1, TN, O-1, E-3, H-1B1, F-1, J-1, OPT, CPT or any other employment-based visa)
KPMG complies with all local/state regulations regarding displaying salary ranges. If required, the ranges displayed below or via the URL below are specifically for those potential hires who will work in the location(s) listed. Any offered salary is determined based on relevant factors such as applicant's skills, job responsibilities, prior relevant experience, certain degrees and certifications and market considerations. In addition, the firm is proud to offer a comprehensive, competitive benefits package, with options designed to help you make the best decisions for yourself, your family, and your lifestyle. Available benefits are based on eligibility. Our Total Rewards package includes a variety of medical and dental plans, vision coverage, disability and life insurance, 401(k) plans, and a robust suite of personal well-being benefits to support your mental health. Depending on job classification, standard work hours, and years of service, KPMG provides Personal Time Off per fiscal year. Additionally, each year the firm publishes a calendar of holidays to be observed during the year and provides two firmwide breaks each year where employees will not be required to use Personal Time Off; one is at year end and the other is around the July 4th holiday. Additional details about our benefits can be found towards the bottom of our KPMG US Careers site at “Benefits & How We Work ”.
Follow this link to obtain salary ranges by city outside of CA:
California Salary Range: $172400 - $319400
KPMG LLP (the U.S. member firm of KPMG International) offers a comprehensive compensation and benefits package. KPMG is an equal opportunity employer. KPMG complies with all applicable federal, state and local laws regarding recruitment and hiring. All qualified applicants are considered for employment without regard to race, color, religion, age, sex, sexual orientation, gender identity, national origin, citizenship status, disability, protected veteran status, or any other category protected by applicable federal, state or local laws. Theattached link contains further information regarding the firm's compliance with federal, state and local recruitment and hiring laws. No phone calls or agencies please.
KPMG does not currently require partners or employees to be fully vaccinated or test negative for COVID-19 in order to go to KPMG offices, client sites or KPMG events, except when mandated by federal, state or local law. In some circumstances, clients also may require proof of vaccination or testing (e.g., to go to the client site).
KPMG recruits on a rolling basis. Candidates are considered as they apply, until the opportunity is filled. Candidates are encouraged to apply expeditiously to any role(s) for which they are qualified that is also of interest to them.
Los Angeles County applicants: Material job duties for this position are listed above. Criminal history may have a direct, adverse, and negative relationship with some of the material job duties of this position. These include the duties and responsibilities listed above, as well as the abilities to adhere to company policies, exercise sound judgment, effectively manage stress and work safely and respectfully with others, exhibit trustworthiness, and safeguard business operations and company reputation. Pursuant to the California Fair Chance Act, Los Angeles County Fair Chance Ordinance for Employers, Fair Chance Initiative for Hiring Ordinance, and San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.
#J-18808-LjbffrDirector, Financial Due Diligence
Posted today
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Job Descriptions
Join to apply for the Director, Financial Due Diligence role at KPMG US .
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The KPMG Advisory practice is currently our fastest growing practice. We are experiencing tremendous client demand and do not anticipate this slowing down. In this ever-changing market environment, our professionals must be adaptable and thrive in a collaborative, team-driven culture. At KPMG, our people are our number one priority. We offer a wealth of learning and career development opportunities, a world-class training facility, and leading market tools to ensure our people continue to grow both professionally and personally. If you're looking for a firm with a strong team connection where you can be your whole self, make an impact, develop your skills, deepen your experiences, and find new areas of inspiration, then consider a career in Advisory.
KPMG is seeking a Director in Financial Due Diligence for our Deal Advisory practice.
Responsibilities- Lead buy-side and sell-side transaction advisory engagements, providing financial and business due diligence assistance to Fortune 1000 companies and private equity investors.
- Manage and coordinate the approach of clients, KPMG’s engagement teams, and third-party diligence providers throughout the transaction process.
- Manage staff in the field and in the office, providing real-time feedback and guidance to ensure timely and efficient product delivery.
- Analyze target company data to identify financial and operating trends, quality of earnings, working capital considerations, and potential liabilities affecting valuation and negotiations.
- Create tailored transaction advisory reports addressing key issues such as normalized earnings, valuation assumptions, budget achievability, and indebtedness considerations.
- Lead and participate in people development and business development efforts.
- Minimum of eight years of experience in accounting, advisory, financial audit, or transaction services at a Top Ten public accounting firm.
- Bachelor’s degree in Accounting or CPA eligibility; CPA or equivalent certification preferred.
- Extensive project management experience, including planning, organizing, and managing staff, clients, and partners.
- Strong knowledge of US GAAP, SEC financial reporting, IFRS, mergers and acquisitions, or transaction services.
- Excellent verbal and written communication skills, with prior business development experience.
- Willingness and ability to travel.
- Authorized to work in the U.S. without sponsorship now or in the future; no visa sponsorship available.
Additional details on salary ranges, benefits, and legal compliance are provided in the original description. KPMG is an equal opportunity employer and adheres to all applicable laws. No phone inquiries or agency submissions are accepted.
Additional Information- Seniority level: Director
- Employment type: Full-time
- Job function: General Business
Ongoing Due Diligence Manager
Posted today
Job Viewed
Job Descriptions
San Francisco, CA, New York, NY, Portland, OR, or Remote within Canada or United States
We’re looking to hire an Ongoing Due Diligence Manager to lead a first line operational team responsible for working across multiple customer-facing compliance queues. Balancing regulatory compliance with delivering a magical customer experience is the name of the game for this team.
As the Ongoing Due Diligence Manager, you will oversee multiple Enhanced Due Diligence (EDD) queues managed by both internal and external teams. Your responsibilities will include setting and maintaining key performance indicators (KPIs), updating operational procedures, providing guidance on complex customer risk assessments, and managing customer escalations. You’ll serve as the connective tissue between operations, risk, and product—ensuring that we uphold our compliance obligations while helping customers feel confident and supported.
You’ll also play a key role in building and refining the tools, systems, and processes that power our compliance function. This means working closely with engineers, designers, product managers, and customer support to scale our operations and reduce unnecessary friction—without sacrificing risk coverage.
What You'll Do
- Hire, mentor, and lead a team of analysts who are experts in AML regulations, customer onboarding, and the U.S. banking system
- Set clear expectations, establish performance metrics, and continuously optimize for speed, quality, and risk accuracy
- Own the end-to-end KYC and EDD strategy—from high-level design down to process implementation and daily escalations
Work closely with Product, Engineering, and Support to identify bugs, streamline workflows, and improve the customer experience
Respond to escalated customer cases involving high risk geographies, unsupportability concerns, PEPs, adverse media, AML/Fraud/Sanctions referrals and other high-risk indicators - Collaborate with our banking partners to adapt processes, clarify requirements, and advocate for user-friendly solutions
- Stay current on AML/sanctions regulations and bring that knowledge to process and policy development
- Roll up your sleeves to help with queue work when volumes are high or complex issues arise
- Champion high-quality responses and help foster a culture of genuine customer care within the team
You Should Have
- 3+ years experience leading compliance or financial crime teams, ideally in a fast-paced or high-growth environment
- 2+ years of people management experience
- A strong working knowledge of AML concepts, especially KYC, CDD, EDD, and ongoing due diligence
- A customer-obsessed mindset—you believe compliance can (and should) be delivered with empathy and clarity
- Comfort working in a high-risk, high-autonomy environment where judgment matters more than checklists
- A calm, thoughtful approach to handling escalations and working through ambiguity
- Strong cross-functional collaboration skills—you can hold your own with product, design, and external banking partners
- Familiarity with common banking products and rails (ACH, wires, SWIFT, checks, debit cards)
- A love for solving complex problems and improving processes through data, systems, and creative thinking
- Exceptional written and verbal communication skills
- A willingness to dig in, stay curious, and constantly raise the bar on quality
Bonus Points For
- Experience working directly with external regulators or banking partners
- SQL or analytics skills to help inform decisions and spot trends
- Previous work on tooling or automation projects in compliance
The total rewards package at Mercury includes base salary, equity (stock options), and benefits.
Our salary and equity ranges are highly competitive within the SaaS and fintech industry and are updated regularly using the most reliable compensation survey data for our industry. New hire offers are made based on a candidate’s experience, expertise, geographic location, and internal pay equity relative to peers.
Our target new hire base salary ranges for this role are the following:
US employees in New York City, Los Angeles, Seattle, or the San Francisco Bay Area: $120,600 - $50,700 USD
US employees outside of New York City, Los Angeles, Seattle, or the San Francisco Bay Area: 108,500 - 135,600 USD
Canadian employees (any location): CAD 113,900 - 128,200
Mercury values diversity & belonging and is proud to be an Equal Employment Opportunity employer. All individuals seeking employment at Mercury are considered without regard to race, color, religion, national origin, age, sex, marital status, ancestry, physical or mental disability, veteran status, gender identity, sexual orientation, or any other legally protected characteristic. We are committed to providing reasonable accommodations throughout the recruitment process for applicants with disabilities or special needs. If you need assistance, or an accommodation, please let your recruiter know once you are contacted about a role.
We use Covey as part of our hiring and / or promotional process for jobs in NYC and certain features may qualify it as an AEDT. As part of the evaluation process we provide Covey with job requirements and candidate submitted applications. We began usingCovey Scout for Inbound on January 22, 2024. Please see the independent bias audit report covering our use of Coveyhere .
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#J-18808-LjbffrOngoing Due Diligence Manager
Posted today
Job Viewed
Job Descriptions
San Francisco, CA, New York, NY, Portland, OR, or Remote within Canada or United States
We’re looking to hire an Ongoing Due Diligence Manager to lead a first line operational team responsible for working across multiple customer-facing compliance queues. Balancing regulatory compliance with delivering a magical customer experience is the name of the game for this team.
As the Ongoing Due Diligence Manager, you will oversee multiple Enhanced Due Diligence (EDD) queues managed by both internal and external teams. Your responsibilities will include setting and maintaining key performance indicators (KPIs), updating operational procedures, providing guidance on complex customer risk assessments, and managing customer escalations. You’ll serve as the connective tissue between operations, risk, and product—ensuring that we uphold our compliance obligations while helping customers feel confident and supported.
You’ll also play a key role in building and refining the tools, systems, and processes that power our compliance function. This means working closely with engineers, designers, product managers, and customer support to scale our operations and reduce unnecessary friction—without sacrificing risk coverage.
What You'll Do
- Hire, mentor, and lead a team of analysts who are experts in AML regulations, customer onboarding, and the U.S. banking system
- Set clear expectations, establish performance metrics, and continuously optimize for speed, quality, and risk accuracy
- Own the end-to-end KYC and EDD strategy—from high-level design down to process implementation and daily escalations
Work closely with Product, Engineering, and Support to identify bugs, streamline workflows, and improve the customer experience
Respond to escalated customer cases involving high risk geographies, unsupportability concerns, PEPs, adverse media, AML/Fraud/Sanctions referrals and other high-risk indicators - Collaborate with our banking partners to adapt processes, clarify requirements, and advocate for user-friendly solutions
- Stay current on AML/sanctions regulations and bring that knowledge to process and policy development
- Roll up your sleeves to help with queue work when volumes are high or complex issues arise
- Champion high-quality responses and help foster a culture of genuine customer care within the team
You Should Have
- 3+ years experience leading compliance or financial crime teams, ideally in a fast-paced or high-growth environment
- 2+ years of people management experience
- A strong working knowledge of AML concepts, especially KYC, CDD, EDD, and ongoing due diligence
- A customer-obsessed mindset—you believe compliance can (and should) be delivered with empathy and clarity
- Comfort working in a high-risk, high-autonomy environment where judgment matters more than checklists
- A calm, thoughtful approach to handling escalations and working through ambiguity
- Strong cross-functional collaboration skills—you can hold your own with product, design, and external banking partners
- Familiarity with common banking products and rails (ACH, wires, SWIFT, checks, debit cards)
- A love for solving complex problems and improving processes through data, systems, and creative thinking
- Exceptional written and verbal communication skills
- A willingness to dig in, stay curious, and constantly raise the bar on quality
Bonus Points For
- Experience working directly with external regulators or banking partners
- SQL or analytics skills to help inform decisions and spot trends
- Previous work on tooling or automation projects in compliance
The total rewards package at Mercury includes base salary, equity (stock options), and benefits.
Our salary and equity ranges are highly competitive within the SaaS and fintech industry and are updated regularly using the most reliable compensation survey data for our industry. New hire offers are made based on a candidate’s experience, expertise, geographic location, and internal pay equity relative to peers.
Our target new hire base salary ranges for this role are the following:
US employees in New York City, Los Angeles, Seattle, or the San Francisco Bay Area: $120,600 - $50,700 USD
US employees outside of New York City, Los Angeles, Seattle, or the San Francisco Bay Area: 108,500 - 135,600 USD
Canadian employees (any location): CAD 113,900 - 128,200
Mercury values diversity & belonging and is proud to be an Equal Employment Opportunity employer. All individuals seeking employment at Mercury are considered without regard to race, color, religion, national origin, age, sex, marital status, ancestry, physical or mental disability, veteran status, gender identity, sexual orientation, or any other legally protected characteristic. We are committed to providing reasonable accommodations throughout the recruitment process for applicants with disabilities or special needs. If you need assistance, or an accommodation, please let your recruiter know once you are contacted about a role.
We use Covey as part of our hiring and / or promotional process for jobs in NYC and certain features may qualify it as an AEDT. As part of the evaluation process we provide Covey with job requirements and candidate submitted applications. We began usingCovey Scout for Inbound on January 22, 2024. Please see the independent bias audit report covering our use of Coveyhere .
#LI-JT1
Apply for this job*
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First Name *
Last Name *
Email *
Phone *
Resume/CV *
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Accepted file types: pdf, doc, docx, txt, rtf
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Accepted file types: pdf, doc, docx, txt, rtf
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Accepted file types: pdf, doc, docx, txt, rtf
Will you now or at any time in the future require visa sponsorship? * Select.
From where do you intend to work? *
Please list city and state/province (San Francisco, California, Toronto, Ontario, etc.)
#J-18808-LjbffrOngoing Due Diligence Manager
Posted today
Job Viewed
Job Descriptions
San Francisco, CA, New York, NY, Portland, OR, or Remote within Canada or United States
We’re looking to hire an Ongoing Due Diligence Manager to lead a first line operational team responsible for working across multiple customer-facing compliance queues. Balancing regulatory compliance with delivering a magical customer experience is the name of the game for this team.
As the Ongoing Due Diligence Manager, you will oversee multiple Enhanced Due Diligence (EDD) queues managed by both internal and external teams. Your responsibilities will include setting and maintaining key performance indicators (KPIs), updating operational procedures, providing guidance on complex customer risk assessments, and managing customer escalations. You’ll serve as the connective tissue between operations, risk, and product—ensuring that we uphold our compliance obligations while helping customers feel confident and supported.
You’ll also play a key role in building and refining the tools, systems, and processes that power our compliance function. This means working closely with engineers, designers, product managers, and customer support to scale our operations and reduce unnecessary friction—without sacrificing risk coverage.
What You'll Do
- Hire, mentor, and lead a team of analysts who are experts in AML regulations, customer onboarding, and the U.S. banking system
- Set clear expectations, establish performance metrics, and continuously optimize for speed, quality, and risk accuracy
- Own the end-to-end KYC and EDD strategy—from high-level design down to process implementation and daily escalations
Work closely with Product, Engineering, and Support to identify bugs, streamline workflows, and improve the customer experience
Respond to escalated customer cases involving high risk geographies, unsupportability concerns, PEPs, adverse media, AML/Fraud/Sanctions referrals and other high-risk indicators - Collaborate with our banking partners to adapt processes, clarify requirements, and advocate for user-friendly solutions
- Stay current on AML/sanctions regulations and bring that knowledge to process and policy development
- Roll up your sleeves to help with queue work when volumes are high or complex issues arise
- Champion high-quality responses and help foster a culture of genuine customer care within the team
You Should Have
- 3+ years experience leading compliance or financial crime teams, ideally in a fast-paced or high-growth environment
- 2+ years of people management experience
- A strong working knowledge of AML concepts, especially KYC, CDD, EDD, and ongoing due diligence
- A customer-obsessed mindset—you believe compliance can (and should) be delivered with empathy and clarity
- Comfort working in a high-risk, high-autonomy environment where judgment matters more than checklists
- A calm, thoughtful approach to handling escalations and working through ambiguity
- Strong cross-functional collaboration skills—you can hold your own with product, design, and external banking partners
- Familiarity with common banking products and rails (ACH, wires, SWIFT, checks, debit cards)
- A love for solving complex problems and improving processes through data, systems, and creative thinking
- Exceptional written and verbal communication skills
- A willingness to dig in, stay curious, and constantly raise the bar on quality
Bonus Points For
- Experience working directly with external regulators or banking partners
- SQL or analytics skills to help inform decisions and spot trends
- Previous work on tooling or automation projects in compliance
The total rewards package at Mercury includes base salary, equity (stock options), and benefits.
Our salary and equity ranges are highly competitive within the SaaS and fintech industry and are updated regularly using the most reliable compensation survey data for our industry. New hire offers are made based on a candidate’s experience, expertise, geographic location, and internal pay equity relative to peers.
Our target new hire base salary ranges for this role are the following:
US employees in New York City, Los Angeles, Seattle, or the San Francisco Bay Area: $120,600 - $50,700 USD
US employees outside of New York City, Los Angeles, Seattle, or the San Francisco Bay Area: 108,500 - 135,600 USD
Canadian employees (any location): CAD 113,900 - 128,200
Mercury values diversity & belonging and is proud to be an Equal Employment Opportunity employer. All individuals seeking employment at Mercury are considered without regard to race, color, religion, national origin, age, sex, marital status, ancestry, physical or mental disability, veteran status, gender identity, sexual orientation, or any other legally protected characteristic. We are committed to providing reasonable accommodations throughout the recruitment process for applicants with disabilities or special needs. If you need assistance, or an accommodation, please let your recruiter know once you are contacted about a role.
We use Covey as part of our hiring and / or promotional process for jobs in NYC and certain features may qualify it as an AEDT. As part of the evaluation process we provide Covey with job requirements and candidate submitted applications. We began usingCovey Scout for Inbound on January 22, 2024. Please see the independent bias audit report covering our use of Coveyhere .
#LI-JT1
Apply for this job*
indicates a required field
First Name *
Last Name *
Email *
Phone *
Resume/CV *
Enter manually
Accepted file types: pdf, doc, docx, txt, rtf
Enter manually
Accepted file types: pdf, doc, docx, txt, rtf
LinkedIn Profile
Website
Upload anything
Accepted file types: pdf, doc, docx, txt, rtf
Will you now or at any time in the future require visa sponsorship? * Select.
From where do you intend to work? *
Please list city and state/province (San Francisco, California, Toronto, Ontario, etc.)
#J-18808-LjbffrPrivate Markets Due Diligence Analyst
Posted today
Job Viewed
Job Descriptions
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
Job Description:The Chief Investment Office (CIO) is the centralized resource to access the latest insights and solutions across the enterprise. The CIO helps Advisors establish a disciplined investment process and offer goals-based strategies that are grounded in the best thinking of the Firm. The Chief Investment Office provides thought leadership on wealth management, investment strategy, and global markets, delivering strategic and tactical investment advice and in-depth guidance on portfolio strategies. The team develops and maintains frameworks, services, and tools to deliver goals-based wealth management, including asset allocation and portfolio construction across all asset classes, and manages discretionary single and multi-asset portfolios.
The CIO Due Diligence team includes investment manager research, sourcing, and selection, utilizing a strong investment governance process, including ongoing monitoring of traditional and alternative strategies.
The Private Market Due Diligence Analyst leads the investment due-diligence process from start to finish on new funds added to the platform. This includes sourcing and analyzing investments, monitoring existing fund investments, writing detailed investment memos and commentaries, presenting findings to committees, and working on team projects.
The ideal candidate will possess:
- A strong network of General Partners (GPs) to source high-quality fund investments.
- Experience investing in illiquid private market strategies such as Buyout, Venture Capital, Real Estate, Infrastructure, and Private Credit.
- Company-specific modeling and valuation skills to assess underlying private company investments.
- Strong analytical skills to synthesize information through quantitative and qualitative analysis.
- Excellent written and verbal communication skills to present findings clearly to committees, advisors, and clients.
- Presentation skills are a plus.
- Comfortable dealing with senior executives at private market firms.
- A team player willing to collaborate across Investment Solutions Group (ISG) and other business lines.
- Willingness to travel approximately 25% to meet fund managers and attend annual meetings.
- Minimum of 7+ years of investment experience focusing on private market investments, such as private credit, Buyout, Venture Capital, Real Estate, or Infrastructure.
- Proficiency with Excel, Thompson One, Preqin, and Cambridge data for modeling purposes.
- Series 7 and 66 licenses or the ability to obtain them within 120 days of hire.
Private Markets Due Diligence Analyst
Posted today
Job Viewed
Job Descriptions
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
Job Description:The Chief Investment Office (CIO) is the centralized resource to access the latest insights and solutions across the enterprise. The CIO helps Advisors establish a disciplined investment process and offer goals-based strategies that are grounded in the best thinking of the Firm. The Chief Investment Office provides thought leadership on wealth management, investment strategy, and global markets, delivering strategic and tactical investment advice and in-depth guidance on portfolio strategies. The team develops and maintains frameworks, services, and tools to deliver goals-based wealth management, including asset allocation and portfolio construction across all asset classes, and manages discretionary single and multi-asset portfolios.
The CIO Due Diligence team includes investment manager research, sourcing, and selection, utilizing a strong investment governance process, including ongoing monitoring of traditional and alternative strategies.
The Private Market Due Diligence Analyst leads the investment due-diligence process from start to finish on new funds added to the platform. This includes sourcing and analyzing investments, monitoring existing fund investments, writing detailed investment memos and commentaries, presenting findings to committees, and working on team projects.
The ideal candidate will possess:
- A strong network of General Partners (GPs) to source high-quality fund investments.
- Experience investing in illiquid private market strategies such as Buyout, Venture Capital, Real Estate, Infrastructure, and Private Credit.
- Company-specific modeling and valuation skills to assess underlying private company investments.
- Strong analytical skills to synthesize information through quantitative and qualitative analysis.
- Excellent written and verbal communication skills to present findings clearly to committees, advisors, and clients.
- Presentation skills are a plus.
- Comfortable dealing with senior executives at private market firms.
- A team player willing to collaborate across Investment Solutions Group (ISG) and other business lines.
- Willingness to travel approximately 25% to meet fund managers and attend annual meetings.
- Minimum of 7+ years of investment experience focusing on private market investments, such as private credit, Buyout, Venture Capital, Real Estate, or Infrastructure.
- Proficiency with Excel, Thompson One, Preqin, and Cambridge data for modeling purposes.
- Series 7 and 66 licenses or the ability to obtain them within 120 days of hire.
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TAS Manager - Financial Due Diligence
Posted today
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We are the leading provider of professional services to the middle market globally, our purpose is to instill confidence in a world of change, empowering our clients and people to realize their full potential. Our exceptional people are the key to our unrivaled, culture and talent experience and our ability to be compelling to our clients. You'll find an environment that inspires and empowers you to thrive both personally and professionally. There's no one like you and that's why there's nowhere like RSM.
RSM is looking for a Manager to join our Financial Due Diligence team within our Transaction Advisory Services (TAS) practice. In this dynamic role, you will work with our nationally award-winning Mergers and Acquisitions (M&A) Advisory practice servicing both corporate and private equity clients. Our wholistic M&A group services include assisting our clients with readiness and diligence services pre-close all the way through transaction integration and execution. Our Transaction Advisory Services team is comprised of seasoned, expert, nationally acclaimed and knowledgeable professionals providing buy-side and sell-side financial, technology, and operational diligence services and advice.
Responsibilities:
- Performs financial due diligence for clients who are acquiring and divesting businesses
- Participates in client meetings and site visits while interacting with top-level management to obtain pertinent information for financial analysis
- Prepares detailed financial analyses to help clients evaluate their acquisition decisions and financing requirements
- Uses various software tools as designated by the firm
- Interacts with the other functional areas of the practice including tax, audit and other consulting practices
- Assists in preparing proposals and engagement letters
- Represents the firm in community activities and professional associations
Required Qualifications:
- A bachelor's degree, ideally with a major in accounting or finance
- Minimum of 5 years experience in an audit or transaction advisory practice within a national or regional public accounting or consulting firm.
- Prior Financial Due Diligence experience is required.
- Supervision / Team Leadership experience
- Ability to direct and manage client engagements
- Excellent verbal and written communication skills
- Proficient with Microsoft Excel and Microsoft PowerPoint
- Ability to travel up to 10-15% locally and nationally
Preferred Qualifications:
- CPA certification
- Master's degree preferred
- Able to work within tight deadlines and take responsibility for getting the job done in a timely manner
At RSM, we offer a competitive benefits and compensation package for all our people.We offer flexibility in your schedule, empowering you to balance life's demands, while also maintaining your ability to serve clients.Learn more about our total rewards at .
All applicants will receive consideration for employment as RSM does not tolerate discrimination and/or harassment based on race; color; creed; sincerely held religious beliefs, practices or observances; sex (including pregnancy or disabilities related to nursing); gender; sexual orientation; HIV Status; national origin; ancestry; familial or marital status; age; physical or mental disability; citizenship; political affiliation; medical condition (including family and medical leave); domestic violence victim status; past, current or prospective service in the US uniformed service; US Military/Veteran status ; pre-disposing genetic characteristics or any other characteristic protected under applicable federal, state or local law.
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RSM does not intend to hire entry level candidates who will require sponsorship now OR in the future (i.e. F-1 visa holders). If you are a recent U.S. college / university graduate possessing 1-2 years of progressive and relevant work experience in a same or similar role to the one for which you are applying, excluding internships, you may be eligible for hire as an experienced associate.
RSM will consider for employment qualified applicants with arrest or conviction records in accordance with the requirements of applicable law, including but not limited to, the California Fair Chance Act, the Los Angeles Fair Chance Initiative for Hiring Ordinance, the Los Angeles County Fair Chance Ordinance for Employers, and the San Francisco Fair Chance Ordinance. For additional information regarding RSM's background check process, including information about job duties that necessitate the use of one or more types of background checks, click here.
At RSM, an employee's pay at any point in their career is intended to reflect their experiences, performance, and skills for their current role. The salary range (or starting rate for interns and associates) for this role represents numerous factors considered in the hiring decisions including, but not limited to, education, skills, work experience, certifications, location, etc. As such, pay for the successful candidate(s) could fall anywhere within the stated range.
Compensation Range: $101,000 - $203,000Individualsselected for this role will be eligible for a discretionary bonus based on firm and individual performance.
#J-18808-LjbffrFunds Due Diligence Analyst
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Job Description
About the Job Opportunity
PRISM is hiring a junior Operational Due Diligence Analyst focused on hedge funds and private equity funds. The full time hybrid role is in Century City, Los Angeles. The successful candidate will be a CPA with 2-4 years of experience as an auditor or administrator of private equity or hedge funds. A solid command of US GAAP and fund accounting is essential to the role.
About the Company
PRISM is a leading operational due diligence advisory firm based in Los Angeles, California. Formed in 2009, PRISM works with a wide variety of institutional investors and family office to conduct due diligence on their external alternative investment funds and managers.
Responsibilities
The analyst will be involved in several aspects of the operational due diligence process and will work within a team with a focus on reviewing documentation and financial statements. Applicants should be detail oriented, willing to learn, and ready to work in an environment that focuses on deadlines and confidential information.
Qualifications
The following qualifications are required for the role:
- 4-year bachelors degree
- CPA license
- 2-4 years of work experience at an auditor or fund administrator
- Strong working knowledge of private equity and/or hedge fund operations
- Excellent verbal and written communication skills
- Detail oriented and exceptionally organized
Due Diligence Mortgage Underwriter
Posted today
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Job Description
SVS Group is currently looking to hire 25 Experienced Due Diligence Underwriters to work for one of our best Mortgage Clients. You will be working fully remote and the pay is $30.00 per hour. Even though these are Due Diligence positions we are still looking for Frontline Underwriters as well.
Duties
- You will be doing post closed underwriter reviews to make sure the loans are good.
- Review and analyze financial statements, credit reports, and other relevant documentation to assess risk levels.
- Conduct thorough financial audits to ensure compliance with internal policies and external regulations.
- Identify discrepancies or areas for improvement in underwriting processes.
- Stay informed about securities law and regulatory changes that may impact underwriting practices.
- Utilize financial software to streamline the underwriting process and enhance data analysis capabilities.
- Prepare detailed reports on underwriting decisions, including rationale for approvals or denials.
Requirements:
- You must have at least 2+ years of recent Due Diligence Underwriting Experience.
- If you do not have recent Due Diligence Underwriting Experience then we can take Frontline Mortgage Underwriters but you must have Non-QM and Manual Underwriting experience.
- Solid understanding of financial concepts, including risk assessment methodologies.
- Experience with financial software tools that facilitate data analysis and reporting.
- Excellent analytical skills with attention to detail.
- Strong communication skills, both written and verbal, to convey complex information clearly.
- You must have your own equipment as you will be fully remote.
SVS Group has extensive experience in many industries. We understand the opportunities, and how to find the best fit for your company. Our national search capability allows us to do the legwork to match candidates to opportunities in top locations.
Company DescriptionSVS Group has extensive experience in many industries. We understand the opportunities, and how to find the best fit for your company. Our national search capability allows us to do the legwork to match candidates to opportunities in top locations.